AI prompt to help a client set up autopay

Fast, accurate answers to everyday requests keep clients loyal and free up staff time. AI helps write replies, scripts and templates, and chat or phone AI tools can handle routine requests around the clock.

Below is a ready-to-copy prompt to help a client set up autopay, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Tidio and Intercom Fin) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write simple step-by-step instructions for setting up automatic payments through the carrier's portal (placeholder links), plus a security reminder not to share card numbers by email. Use placeholders like [First Name] and [Policy Type]; never include real client data; the carrier makes final decisions.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the type of policy, whether it's an email, text or call, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write simple step-by-step instructions for setting up automatic payments through the carrier's portal (placeholder links), plus a security reminder not to share card numbers by email. Use placeholders like [First Name] and [Policy Type]; never include real client data; the carrier makes final decisions.

What a good result looks like

Good autopay instructions are step-by-step and simple: where to log in, where to find payment settings, what to choose and how to confirm. A security reminder tells clients never to send card or bank numbers by email.

Common mistakes and watch-outs

Portals change. Check that the steps still match the insurer's current site before sending. Never take payment details by email or chat. Chatbots (Tidio, Intercom Fin) can send the link but shouldn't collect payment information.

How to adapt the prompt

Write versions for phone-app setup and for clients who prefer bank draft. Add a line about what happens if a payment fails.

EXAMPLE output (placeholder data, not a real client)

Set up automatic payments

1. Go to [Carrier Portal Link] and log in (or create an account with your policy number).
2. Choose "Billing" or "Payments".
3. Select "Automatic payments" and add your bank account or card.
4. Pick your payment date and confirm.
5. Look for a confirmation email.

Security reminder: never email your card or bank numbers, even to us.

Need help? Call [Phone].

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Fill in the placeholders. Replace [First Name] and [Policy Type] with your own details. Use placeholders or de-identified details; never paste client personal information.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Tidio and Intercom Fin as described below.
Review before you use it. Check the client's actual policy and account details in your system before you send anything. Check every fact, name and number yourself.
Take the next step. Next, see: Remind clients about missed payments.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Tidio site ↗

Website chat with the Lyro AI agent for answering questions and capturing leads.

How to use it

Add this answer to Tidio's Lyro AI agent so it can handle the question on your website.

Intercom Fin site ↗

AI customer service agent for chat, email and voice support.

How to use it

Add this answer to Fin's knowledge so it can resolve the question over chat or email.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Check the client's actual policy and account details in your system before you send anything.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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